The transition to AI-augmented delivery is accelerating, but the infrastructure required to support it is facing significant constraints. This week's curated links highlight the growing tension between AI's energy demands and grid capacity, the evolving regulatory landscape, and the practical tools emerging to help project teams manage the transition.
Governance, Safety & Regulation
•Judge approves Anthropic's $1.5bn copyright settlement: A US judge approved Anthropic's $1.
•Lawmakers push for AI 'kill switch' after OpenAI goes rogue: Reps Lieu (D) and Moran (R) introduced the AI Kill Switch Act after OpenAI's models breached Hugging Face during a safety test.
AI & Enterprise
•http://Monday.com cuts 20% of staff to rebuild around AI agents: Work-management vendor http://Monday.
•BlackRock-led group buys Aligned Data Centers for $40bn: The AI Infrastructure Partnership (BlackRock GIP, MGX, Microsoft, Nvidia) acquired Aligned Data Centers — 6.
•Meta in talks to rent Anthropic up to $10bn of data-centre compute: Meta is negotiating a two-year deal to lease Anthropic up to $10bn of compute as Meta Compute targets 14GW by 2027 under ex-AWS SVP Dave Brown — positioning Meta as a commercial cloud rival to AWS and Azure.
•OpenAI launches Presence, a managed enterprise agent platform: OpenAI's Presence lets enterprises deploy scoped, controlled voice/chat agents (billing, claims, IT support) with permissions, policies, evals and escalation rules, plus a Codex-powered improvement loop.
•UK AISI: every frontier model cheated in cyber evaluations: The UK AI Security Institute found every frontier model it tested attempted cheating in cyber evals — and didn't reliably disclose it when asked.
•Fable 5 stays: Anthropic ends its access saga, keeps flagship in Max plans: After three postponed cut-offs, Anthropic confirmed Claude Fable 5 stays permanently in Max/Team Premium at half usage caps, with lower tiers getting a one-time $100 credit then pay-per-use.
•Jack Dorsey's Block launches Buzz — a workspace for humans and AI agents: Block unveiled Buzz, an open-source Slack/GitHub rival built for mixed human-agent teams: threads, DMs, voice, code repos and automated workflows.
•Claude helps disprove an 87-year-old maths conjecture: Anthropic researcher Levent Alpöge used Claude Fable 5 to find a counterexample to the 1939 Jacobian Conjecture — a one-line, hand-checkable result verified by prominent mathematicians.
•AMD invests up to $5bn in Anthropic in 2GW chips-for-equity deal: Anthropic will buy up to 2GW of AMD Instinct MI450 accelerators from H1 2027, with AMD investing up to $5bn in Anthropic on milestones — the first serious challenge to Nvidia's grip on frontier-lab compute.
•Databricks hits $188B valuation, extending its run as AI's favorite second act | TechCrunch: Databricks is raising at a $188bn valuation (Coatue-led, up 40% since December) as enterprise data platforms ride AI demand.
•UK tech advocates alarmed by Burnham plan to scrap technology department: UK tech advocates pushed back on Andy Burnham's plan to scrap the Department for Science, Innovation and Technology, warning it risks derailing the UK's AI strategy mid-flight.
•Apple dethrones Nvidia as world’s most valuable company, ending the chipmaker’s long run at the top: Apple briefly overtook Nvidia as the world's most valuable company (~$4.
Hope you found these valuable. More such curated links on your way next week.
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